Yep I would add CDC to my portfolio if it was listed. I'm not unhappy with any of Infratil's current investments, but if I had the choice I would hold more of CDC and Longroad Energy, less of Vodafone and Trustpower.
Printable View
Good news on the Vodafone front: In the latest TelcoWatch market share report Vodafone climbed 1% to 36% market share over the final quarter of 2019. Main rival Spark fell 3% to 35%. 2degrees held at 23%.
In the most important percentage, that of customers on contract - (as they spend about 4x per month more than those on pre-pay.) Vodafone climbed from 41.7% to 44.5% on contract for the year.
Speaking as a shareholder of IFT and a customer of Vodafone, Spark and 2Degrees must be making a hash of their businesses!
;)
Have Spark really lost top spot? Don't they own skinny Mobile which has 8% share of the market.
5 G networks in USA
https://www.tipranks.com/analysts/brett-feldman
https://billbennett.co.nz/huawei-uk-5g.
Bennett illustrates just how big the jump is, that Vodafone has got over Spark in the 5G market.
He had previously nominated Vodafone's resurgence as one of the seven NZ tech highlights for 2019.
https://billbennett.co.nz/tech-moments-2019. In the piece titled; "The Vodafone giant awakes."
"It’s as if Vodafone has had a vitamin injection. Now there is an energy to the business that wasn’t there before. It helps that Paris recruited fresh talent to senior positions, but it goes beyond that. It is as if the company has awoken from a slumber."
Thanks RF.Interesting
if you want to follow mobile market share report go here
https://www.datamine.com/telcowatch?...edium=referral
Great initiative by Vodafone
https://www.stuff.co.nz/business/118...through-summer
Another NZ lifestyle choice....wonder why productivity is not so high? It must be a nice country to work in.
More bang for your buck.Mega trend?
https://www.scoop.co.nz/stories/BU20...3+January+2020
Starting a share buy back, either because they think they will be great value, or an attempt to control the price. Quite a few of my ex stocks suddenly have buy backs in place.
They have the virus, 3% death rate, buyback 3% of issued shares.
PE 175?
I'm surprised Infratil isn't any lower given their investments in European Airports and WIAL. But overall they're a pretty diversified business and not too worried about their future. I think will head lower on Monday given NZ's first case causing some undued panic among our peers.
Amazing run up last few years and some good investments, were probably priced for perfection anyway. This slowdown might actually present them with some good possibilities, but yeah will go down with the ship.
Honestly I think it is a good thing, at some point will be a great buy and will not have to worry about them being overvalued anymore